Ambuja Cements surges on planning to add 30 MTPA of cement capacity
Ambuja Cements is currently trading at Rs. 357.05, up by 8.55 points or 2.45% from its previous closing of Rs. 348.50 on the BSE.
The scrip opened at Rs. 350.05 and has touched a high and low of Rs. 366.00 and Rs. 350.05 respectively. So far 332532 shares were traded on the counter.
The BSE group 'A' stock of face value Rs. 2 has touched a 52 week high of Rs. 588.55 on 04-Nov-2025 and a 52 week low of Rs. 341.30 on 12-Oct-2026.
Last one week high and low of the scrip stood at Rs. 373.90 and Rs. 348.00 respectively. The current market cap of the company is Rs. 88770.09 crore.
The promoters holding in the company stood at 67.33%, while Institutions and Non-Institutions held 25.01% and 7.65% respectively.
Ambuja Cements has firmed up its next phase of expansion, with new greenfield and brownfield projects planned to add around 30 MTPA of cement capacity across key markets. The programme will expand its manufacturing network across the East, West and North, building on its current 113.5 MTPA pan-India cement capacity across 24 integrated plants and 24 grinding units.
The expansion includes new grinding capacities of around 15.5 MTPA in West Cluster, 11.6 MTPA in East Cluster and 2.9 MTPA in North Cluster. It is adding capacities in East Cluster at Rangia (2.9 MTPA), Hojai (2.9 MTPA) in Assam; Godda (2.9 MTPA) in Jharkhand; Muzaffarpur (2.9 MTPA) in Bihar; West Cluster at Mundra (2.9 MTPA) and Hazira (2.9 MTPA) in Gujarat; Raigad (2.9 MTPA), Kalyan (2.9 MTPA), Dahanu (0.7 MTPA) and Amravati (2.9 MTPA) in Maharashtra; and North cluster at Dadri Line 2 (2.9 MTPA) in Uttar Pradesh. The programme also includes new clinker capacity in East cluster at Umrangso (4 MTPA) in Assam, West cluster at Maratha (4 MTPA) and Mundra (2.3 MTPA), strengthening the upstream network required to support the expanded grinding footprint.
This phase of growth and additional debottlenecking initiatives will ramp up total capacity to 155 MTPA by FY30. The total growth capex program is around Rs 14,500 crore. Apart from increasing market share, these capacities will also help to reduce manufacturing cost by bringing higher efficiencies. Being closer to the market, it will also help in reducing lead distance and thereby logistics cost. In all, it will pave the journey to achieve a cost of Rs 4,000 PMT by FY28. The near-term pipeline will further strengthen this base, with another 3.2 MTPA across Bathinda GU (1.2 MTPA) in Punjab (North cluster), Jodhpur Penna IU (2 MTPA) in Rajasthan, stabilised and expected to ramp up in H2 FY27. In addition, the Warisaliganj GU (2.4 MTPA) in Bihar (East Cluster) will be commissioned in H2 FY27. The company’s total capacity is expected to reach 119 MTPA by end of March 2027.
